InvestNext

A step-by-step walkthrough of creating a custom distribution plan based on your waterfall.

How to Create a Distribution Plan

This Article steps you through how to Reinvest an Investors capital in the current Project or in a new Project.

EQUITY: How to Reinvest an Investor’s Dividends

This article walks you through recording Equity for Management, General Partner (GP) or Sponsors

Adding Ownership Equity to a Position (Management, General Partner or Sponsor)

Breaking down the use and configuration of each type of waterfall hurdle.

Distribution Plan: Waterfall Hurdles Explained

How a sponsor can delete a distribution before payments have been sent!

Deleting a Distribution (Before It Is Sent)

A step-by-step guide to process a new distribution.

How to Run a Distribution

This article will show you how to manually record distributions

How to Create a Custom Distribution (VIDEO)

What are the differences in day count convention?

Day Count Convention Explained

How to identify, review, and re-send failed distribution payments via ACH or cheque.

Handling Failed Distribution Payments (VIDEO)

A step by step walk through for deleting distribution plans.

How to delete a distribution plan

Use this article to record interest payments as an addition to Principle for a Promissory Note in an Investor's Position.

Debt (Promissory Notes): Compounding vs Reinvestment of Interest

How to reduce or withhold the net cash that is being paid to an investor from a distribution allocation, most commonly for tax withholding.

Deductions (ex. Tax Withholding)

This article walks through how sponsors can delete distribution transactions performed within InvestNext.

How to Delete a Distribution Transaction/Allocation

This article will walk you through how to create a custom distribution using the "Other" classification type.

Custom Distribution: Other Category

Creating custom waterfalls and running distributions.

Distributions

Create a custom design with text, images, and links

Company Website

Find answers and get help from Intercom Support and Community Experts

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